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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,991 | $91,198-68.2% | $178,503-83.8% | $79,856-63.7% |
| Participation rate | 55.6% | 69.2%-13.7pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 20.51% | 24.20%-3.7pp | 151.12%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,203 | $3,257-63.1% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $2,093 | $3,237-35.3% | $5,202-59.8% | $3,741-44.0% |
| Admin fee / account holder | $3,863 | $6,748-42.8% | $13,987-72.4% | $5,306-27.2% |